저자: RogerJamesHamilton · 외국인
요약 보기
첫 줄 결론: 달러 패권 붕괴와 통화 가치 하락을 전제로 현금 보유가 최악이며, 금·암호화폐 등 달러 헤지 자산으로 자금이 이동할 것이라는 주장. 달러 패권 약화: 미국이 2개월(약 한 달 기준 과거 두 세기 이상 찍은 양보다 많이 발행)간 막대한 통화를 찍었고, 기존 통화 발행량의 35%가 최근 10개월 내 인쇄됐다고 주장. 과거 2021년 초 자신이 제기한 예측이 이미 자산시장에서 실현되고 있다고 언급. 중국 추월 및 기축통화 교체: 중국이 3년 내 미국 경제 규모를 추월하고, 5년 내 달러가 기축통화 지위를 잃을 것으로 전망. 200년 주기에서 네덜란드 길더→영국 파운드→미국 달러 교체 사례를 제시하며 디지털 위안이 다음 주자가 될 것이라고 언급. 달러 가치 하락 근거: 1970년 이후 금 대비 달러 가치가 99% 하락, 최근 10년간 비트코인 대비 달러는 99.9995% 하락했다고 주장. 인플레이션 및 자산 시장: 다우 300포인트 상승·신고가, 주택 가격 기록 경신, 원자재 가격 급등 및 슈퍼사이클 시작을 언급. 향후 6개월 내 원자재 가격 폭등 예상. 현금 보관은 최악의 선택이라고 강조. 리스크/조건: 정부가 계속 화폐를 찍는 한 지속된다는 조건부 전망. 경기 회복 속도에 따른 화폐 유통속도 변화를 근거로 제시. 출연자 전망: 금·비트코인·도지코인·이더리움 등 암호화폐 및 달러 헤지 자산으로의 자금 이동 강조.
다듬은 글
this first trend here is dollar destruction we've all been used to dollar supremacy it has been the last you know half a century that the dollar has been the reserve currency of the world here's a couple of things that i mentioned back in february when some of you were following me then and i talked about this last year saying this was already going to happen u.s printed more money in one month than in two centuries 35 of all us dollars in existence have been printed the last 10 months these are like phenomenal numbers i want to direct you to a particular video which i really hope that by the end of today if you haven't yet watched it you have a chance to watch it and you can see this one here dollar crash prediction wonder how will happen according to billionaire ray dalio i posted this in july last year and it's already hit the first part of the economy which is the asset economy you can see here you've actually got china which is going to be overtaking the us within the next three years and then he's actually showing specifically what this means for the currency based on what happens the moment that the u.s currency is no longer the reserve currency and he sees this happening within the next five years that's pretty phenomenal this one is showing the actual value from 100 down to zero and the us dollar has dropped 99 against gold since 1970 and so it's already down to here and then when the cycle changes and another one comes along so here he's actually shown a 200 year cycle and he's shown what happened with here the dutch giorda when the british pound sterling overtook it and then when the u.s dollar overtook it and what's about to happen as the digital yuan grows and then overtakes it as well right and there's a whole bunch more information in there but we're talking about something much much bigger than just us dollar we're talking about warfight currencies where governments can just print whatever money they want and as a result of that we're seeing it in real time and it is phenomenal here are some articles this is just from the last month dow jones 300 points to top 34 000 record high on the dow record high in s p 500 home prices this year is the united nations world economic situation this is taking us into beginning of 2021 and this is the total debt it's kind of interesting that central banks call debt assets right because there's money that people owe them but they're basically just putting money out of thin air so here you've actually got just how much globally this is already happening and this is from you know united nations world bank that they're actually sharing these numbers if we take something even more ridiculous let's take bitcoin we are on the 10th anniversary of satoshi nakamoto disappearing that was in april 2011 which is exactly 10 years ago so if you actually take 10 years from 30 cents to here you might think okay that's a big jump from 30 cents up to 57 000.
but let's reverse this around let's actually say what happens if it was us dollar against bitcoin then what's happened over 10 years not over 30 years us dollar has not lost like it has against gold 99 it's actually lost against bitcoin within 10 years 99.9995 which is totally ridiculous right but that is what inflation looks like when it goes into hyperinflation it's why we're currently seeing across all asset classes this craziness where if you were basically keeping your money in cash it's the worst thing you could possibly do and this goes across everything this is going to continue as long as governments keep printing money until the money becomes worthless here is properties right there we're seeing records in all different parts of the world we're also seeing this happening commodities this is just happening right now by the way may the 4th so we're talking now this week may the 3rd may the 4th broad commodities price boom amplifies supercycles so there's a supercycle starting in commodities which basically means all consumer prices are now growing like crazy velocity of money and supply of money are inversely proportional so you can double the supply of money but if you halve the actual velocity of money because the economy slows down which will happen during the pandemic the government can get away with printing a lot of money without anyone noticing it but the moment the economy speeds up again which is what's happening right now it directly impacts the pocket for exactly this reason because everyone that has more demand for commodities for the things that are out there and so as a result the prices go up like crazy so this is just starting right now in the next six months it's gonna be mind-blowing what takes place in this area and this is where there's going to be an even bigger exodus of cash for those who can do it into assets which are a hedge against a dollar so this is not just about how you invest to make money is how you invest to not lose your money dogecoin ethereum we're going to go into why these are growing and if you're not in cryptocurrencies right now why this has a lot more to do with what you are getting out of than what you're actually getting into so we're going to get into that as well so let me go to the second one of these waves because if that first one's already got you motivated to say okay time to start moving where your money is then let's start talking about the second one which is where do you move it to
댓글 0